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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments -- Ignore unavailable to you. Want to Upgrade?

To: Starfish* who wrote (13330)	4/27/2000 10:04:00 AM
From: TRIIBoy	Respond to of 18998

I was disappointed with sales, I expected a weak quarter but not this weak, however, I'm encouraged the stock isn't down much. Once I fully discuss the results with management I will post a message.

To: Starfish* who wrote (13330)	4/27/2000 5:27:00 PM
From: TRIIBoy	Respond to of 18998

Had a brief conversation with mgmt. q1 had some issues where LU and COMS substantially cleaned out there channel. q2 will be back to normal with growth of sales and earnings. And will accelerate in second half of this year. At $17 per share, company trades at 8.6 times trailing estimates. Has no debt, over $3 per share in cash, and is a cash generating machine. Last quarter I think they generated $4 to $5 million in cash. I think the stock action shows today was not a big deal and it was encouraging to see people pick the stock up everytime it dipped.